AUTOMATED PROPERTY VALUATION WORKFLOW

Created by ChecklistGuro (https://checklistguro.com)

[ ] Initiate Valuation Request: Create a new 'Valuation Request' entry in the Valuation Data Model with property details.
[ ] Retrieve Property Records: Fetch historical sales data and property tax records from the Property Database.
[ ] Get Market Comparables: Retrieve recent 'Sold' listings from the Comps Data Model within a specific radius.
[ ] Calculate Average Comparable Price: Calculate the average price per square foot from the retrieved comparable properties.
[ ] Aggregate Market Trends: Calculate the Max and Min price trends in the local area from the market data entries.
[ ] Assign Field Inspector: Create a task for a Field Agent to perform a physical site inspection of the property.
[ ] Perform Physical Inspection Checklist: Create a task with a detailed checklist for inspecting structural integrity, interior condition, and amenities.
[ ] Update Inspection Findings: Update the Valuation Request entry with the notes and photos provided by the Field Inspector.
[ ] Calculate Adjusted Valuation: Execute a formula applying depreciation or premium multipliers to the base market price based on inspection findings.
[ ] Finalize Valuation Report Data: Update the final estimated value and confidence score in the Valuation Request entry.
[ ] Generate Valuation Certificate: Generate a formal PDF Valuation Report based on the aggregated data and inspection notes.
[ ] Notify Client of Valuation: Send an email to the property owner containing the final valuation summary and the generated report.
[ ] Alert Agent of Completion: Send an SMS to the assigned Agent notifying them that the valuation process is closed.
[ ] Cleanup Temporary Data: Delete temporary calculation logs or transient session entries used during the valuation process.

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